John Burbank of Passport Capital is one of the trading stars on Trader Monthly's list of the best.
His $4 billion capital fund generated a 200 percent return last year.
What's his secret for effective long-term investing?
"You do your best to stay in the trade, which is a very underrated thing, when you're a longer-term investor," he told CNBC.
"You have a lot of flows going into physical commodities, and not necessarily equities."
- Learn more: Watch the entire Burbank interview (4 mins, 51 secs)
So even looking 12 to 18 months down the road, Burbank does not favor financial stocks.
Recommendations:
"As a way of expressing our bet on energy, we prefer large-cap drillers, who have tremendous leverage to greater exploration offshore," he said.
His picks in that category are Transocean, Seadrill, and Pride.
Disclosure:
Disclosure information for Burbank was not available.